The Science
Our research team's breakthrough work in Revealed Preferences is transforming how the financial industry understands and serves clients.
Rigorous. Precise. Revelatory.
Understanding client preferences is science, not art.
Our scientific methods can be applied to all essential areas of understanding clients.
Our research team's mission is to unlock how and why clients make decisions with their money, so you can be more relevant and serve them better.
Introducing the Economic Fingerprint™
Capital Preferences has implemented decades of internationally acclaimed and validated Decision Science and Behavioral Economics research to calculate an investor’s Economic Fingerprint™.
The Economic Fingerprint includes an investor’s Risk Tolerance, Loss Aversion, and Economic Rationality, unlocking suitability and personalization in the portfolio selection process.
An investor’s Economic Fingerprint can be combined with their risk capacity and risk required to create a holistic risk profile.
Do you swear by your science? We swear by ours.
Shachar Kariv, PhD
Benjamin N. Ward Professor of Economics
UNIVERSITY OF CALIFORNIA, BERKELEY
Co-Founder, Capital Preferences
He has also served as the Chair of the Economics Department at the University of California, Berkeley - recognized as one of the world's most impactful and influential economics institutions.
Shachar is widely regarded as the top decision theorist and game theorist in the world.
Dan Silverman, PhD
Rondthaler Family Professor of Economics
ARIZONA STATE UNIVERSITY
Co-founder, Capital Preferences (not currently active)
He is a micro-economist whose research blends economic theory and econometrics to study how public and private policies influence decision-making.
His work levers ‘big data’ and novel blends of surveys and experiments to gain insights into the quality of spending and saving choices, especially in the years leading up to and after retirement.
The Science, explained.
Academic Work
Explore the breakthrough academic work that gave rise to Capital Preferences.
Academic research
Revealing Preferences Graphically: An Old Method Gets a New Toolkit, American Economic Review, May 2007
Academic research
Estimating Ambiguity Aversion in a Portfolio Choice Experiment, Quantitative Economics, July 2014
Academic research
Who is (More Rational), American Economic Review, June 2014
Advise
Empower your advisors to win the advice moments that matter.
Consistently. Systematically.
Enrich